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M&G Offshore American

Ranked 132 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

John Weavers

Objective

The objective of the M&G American Sub-Fund is long term capital growth through investment wholly or mainly in securities of North American (including Canadian) issuers. When not wholly invested as above, it may only invest in companies which are listed, registered or trading within North America.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 132/867 Total Return
  • Rank 44/867 Standard Deviation
  • Rank 92/867 Max Drawdown
Fund Name Currency Loss
92 IA Clarington Sarbit U.S. Equity Cl Unhedged Sr A USD

-1.5%

92 Threadneedle American Select Ret Net Acc GBX USD

-1.5%

92 M&G Offshore American USD

-1.5%

92 PH&N Currency Hedged U.S. Equity Sr D

Currency exposure is hedged

Currency exposure is hedged

CAD

-1.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.5%
2016 17.3% 3.2% -0.9% 6.3% 7.9%
2015 -7.2% 1.2% -2.7% -11.5% 6.6%
2014 9.2% -0.1% 5.3% -1.9% 5.8%
2013 28.7% 11.5% 1.3% 5.7% 7.8%
2012 12.4% 10.7% -3.9% 5.7% 0.0%
2011 -8.7% 2.8% -4.0% -14.8% 8.6%
2010 16.7% 5.9% -14.0% 11.5% 14.9%
2009 36.4% -6.8% 19.3% 15.8% 5.9%
2008 -39.6% -6.3% -1.4% -13.6% -24.4%
2007 -1.5% -4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey

Fund Info

  • Launch date11/06/2007
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GG00B1YMBR24

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment10

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).